Correspondence Management for financial services
Ensure customer communications are consistent, tailored, and cost efficient by managing all of your correspondence on a single platform
With Adobe® LiveCycle® ES and the Correspondence Management Solution Accelerator, you can automate all kinds of correspondence — from welcome packages and confirmations to proposals and claim letters — while ensuring communications are accurate, compliant, and secure.
Modules
Document Assembly
Use this module to preview content in real time, pick templates based on runtime criteria, display paragraphs related to specific data or a specific scenario, add freeform or personalized content, and ensure letters comply with preset policies.
Learn more
Content Creation Components
Use this module to create document paragraphs and content, categorize content and apply rules, integrate with Enterprise Content Management and LiveCycle repositories, and import rich text from word processing software.
Learn more
Application Services and Frameworks
Use this module to generate electronic documents in PDF for e-mail or archiving, apply rights management to documents, encrypt documents, certify or digitally sign documents, and add support for high-speed printing.
Learn more
Architecture diagram
Document Assembly module
The Document Assembly module enables the following capabilities:
- Preview content in real time
- Pick templates based on runtime criteria
- Display paragraphs related to specific data or a specific scenario
- Add freeform or personalized content
- Ensure letters comply with set policies
The Document Assembly module includes:
Document assembly GUI framework
View content that is being created in real time with this rich Internet application that supports human-interactive document assembly (that is, letter filling and document assembly).
Document generation framework
Use this template-based framework and invokable service that supports automated invocation and batch processing of documents that are programmatically assembled and generated on a server.
eDoc generation
Generate electronic documents in PDF for correspondence as well as archiving.
Document printing
Take advantage of support for high-speed or on-demand (ad hoc) printing of documents.
Content Creation Components module
The Content Creation Components module enables the following capabilities:
- Create document paragraphs and content
- Categorize content and apply rules
- Integrate with ECM and LiveCycle repositories
- Import rich text from word processing software
The Content Creation Components module includes:
Content authoring
Create, edit, delete, and manage content used in correspondence management document templates.
Template creation
Lay out and define a template that will be used to generate documents in a correspondence management solution.
Form design
Use Adobe LiveCycle Designer ES, an Eclipse™ based IDE, to build correspondence management templates and content.
Application Services and Frameworks module
The Application Services and Frameworks module enables the following capabilities:
- High-speed printing support
- Generation of electronic documents as PDF files for e-mail or archiving
- Policy-protected documents
- Encrypted documents
- Certified or digitally signed (on the server) documents
The Application Services and Frameworks module includes:
Document template framework
Design documents stored in a content management system.
Document asset management framework
Create a system for categorizing documents in the LiveCycle ES repository.
Archiving and ECM services
Take advantage of prebuilt components and documentation that show how to create PDF/A content and how to integrate LiveCycle generated PDF/A content with both LiveCycle Content Services and long-lived ECM systems leveraging LiveCycle ES Connectors for IBM FileNet and EMC Documentum.
Reporting framework
Retrieve logging information and metrics with Adobe Flex® charting components.
Enterprise data integration framework
Integrate LiveCycle applications with existing EII infrastructure and support execution of data transformations.
Document assurance service
Use this invokable service to generate PDF documents, such as policy-protected documents, encrypted documents, and certified or digitally signed documents.
Decision-making and rules service
Develop rules (or decision-making logic) describing how documents will be assembled at runtime, and more easily integrate third-party rules engines into LiveCycle applications.
Document asset search service
Query assets in the repository based on attributes, and leverage third-party rule engines for advanced decisioning capabilities.
